DealmakingFintechM&A / FundingValuations

Robinhood files S-1/A, aims for $35B valuation

Robinhood has finally dropped its S-1/A. If you want to pour through the details yourself—as I certainly will miss something that is pertinent to your curiosity—you should tap here.

Now, onto the broad numbers!

  • The company intends to sell its shares between $38 and $42.
  • It’s targeting a valuation of $35 billion, according to CNBC.
  • Robinhood pulled in over $522 million in Q1 2021. In the same period of 2020, it pulled in a comparatively measly $128 million. Much of that revenue growth is thanks to wild crypto activity in Q1 2021.
  • “The company’s adjusted EBITDA for the second quarter is expected to range from $59 million to $103 million,” according to TechCrunch’s Alex Wilhelm.

The general narrative is that Robinhood’s IPO should be a success, and it’s possible it may even raise its pricing range before its debut. I think this is the most likely scenario as well.

However, Robinhood’s SEC troubles abound, and its business model based on payment order flow is under increased scrutiny. It’s not impossible a heavy dose of bad news drops before the IPO, scuttling a host of well-laid plans.

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